THE FINANCIAL PLANNING ASSOCIATION OF GREATER INDIANA
The primary aim of the Financial Planning Association is to be the community
that fosters the value of financial planning and advances the financial planning
profession. The FPA’s strategy to accomplish its objectives involves welcoming
all those who advance the financial planning process and promoting the CFP®
mark as the cornerstone of the Financial Planning Association.
OUR MEMBERS: We have approximately 350 members who are all involved in
financial planning throughout the state of Indiana. Our members stretch from
Evansville in southern Indiana to South Bend in northern Indiana.
STRATEGIC ALLIANCES: We feel it is extremely important to build the reputation
of Financial Planning as a profession that can be trusted in our community. As
professionals, we enjoy working across lines with other local professional
groups to plan conferences and joint networking events. These professional
groups would include:
 The Indiana CPA Society
 The Estate Planning Council of Indianapolis
 The Indianapolis Bar Association
 IAIFA (Indiana Association of Insurance and Financial Advisors)
 CFA (Charter Financial Analyst)
UPCOMING EVENTS


2015 FPA of Greater Indiana Meeting Dates: February 13th, May 15th,
September 18th and November 13th.
Our Meetings: The February 13th meeting will be held in Carmel at the Ritz
Charles from 8:00 a.m. – 12:00 p.m. The May and November meetings will
be held at the Barnes & Thornburg offices (11 South Meridian Street,
downtown Indianapolis) on the 5th Floor from 8:00 a.m.-1:30 p.m. The
September meeting will be held at Barnes & Thornburg and will take place
from 8:00 a.m. – 4:00 p.m.
Please see our website for more chapter information www.fpaindiana.org
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Patron, Corporate and Professional Affiliate Sponsorship
The FPA of Greater Indiana holds all of our Patron Sponsors, Corporate
Sponsors and Professional Affiliate Sponsors in very high esteem. Our Chapter
Executive will help you find the best ways for your company to get involved in
our FPA chapter. Please feel free to call Roxanne with any of your questions.
Roxanne M. McGettigan
Chapter Executive
FPA of Greater Indiana
P.O. Box 44005
Indianapolis, IN 46244
Phone: (317) 373.1355
roxanne.mcgettigan@fpaindiana.org
A Patron Sponsor, Corporate Sponsor or Professional Affiliate Sponsor
might include any of the following:
 Firms that provide services or products that support financial planning
(investment and insurance companies, software platforms and
companies, asset managers and custodians, office supply companies,
etc.)
 Professional service firms that support financial planning (Law or CPA
firms, trust departments, insurance agencies, estate planning services
etc).
A Patron Sponsorship, Corporate Sponsorship and Professional Affiliate
Sponsorship agreement with FPA of Greater Indiana provides the following
local benefits. It does not provide membership to the National FPA, which must
be purchased separately at:
https://www.onefpa.org/search/Pages/results.aspx?k=membership.
A
sponsor will enjoy all local membership benefits but would not receive National
FPA emails, National CE opportunities or the monthly journal they publish.
GREATER INDIANA PATRON SPONSOR, CORPORATE SPONSOR AND
PROFESSIONAL AFFILIATE SPONSOR BENEFITS:

Current Membership List:
 You will have access to the members of our chapter through our
confidential mailing list. This includes addresses representing financial
planners throughout much of Indiana. While being a sponsor, you may
use this list as you deem appropriate. However, if you do not renew your
yearly sponsorship with the FPA of Greater Indiana, you must cease from
using the membership list.

Speaking Opportunities:
 Each quarterly meeting will provide four opportunities for our Patron
Sponsors and Corporate Sponsors to briefly summarize how their
services or products might help our financial planners. The Patron
Sponsors will speak for 10 minutes and the Corporate Sponsors will
speak for 5 minutes. Our Sponsorship Manager on a rotating schedule
will schedule the speaking slots.
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 As the Board of Directors identifies technical topics for the quarterly and
evening meetings, they will give preference to Patron Sponsors, Corporate
Sponsors and Professional Affiliate Sponsors as speakers are identified.

4 Quarterly Meetings:
 Company logos from Patron Sponsor(s) will be prominently displayed in
PowerPoint presentation run at the beginning of meeting and during
breaks.
 Patron Sponsors, Corporate Sponsors and Professional Affiliate
Sponsors are invited to have two representatives attend all meetings.
 Attending sponsors may request space on a sponsor table to display
brochures, pamphlets, etc. to promote their business.
 All sponsor names will be displayed on the pull-down screen at the
beginning of each meeting.
 Attending sponsors will receive, by email, a list of attendees for that
meeting.
 Two of the meetings (Fridays in May and November) will be held at
Barnes & Thornburg’s auditorium in downtown Indianapolis from 8:00
am to 1:00 pm. The September meeting will be held at Barnes &
Thornburg’s auditorium in downtown Indianapolis from 8:00 am – 4:00
pm.
 The February meeting will be held at the Ritz Charles (12156 North
Meridian Street, Carmel) from 8:00 am – 12:00 pm.
 Generally we offer 2-6 hours of CE (IN Insurance & CFP), plus dedicated
networking time (see below).

Special ‘CE’ Half-Day:
 Patron Sponsors, Corporate Sponsors and Professional Affiliate
Sponsors are invited to submit a 50-minute presentation for
consideration. The day will consist of presentations only submitted by
our sponsors.
 Sponsors may request space on a sponsor table to display brochures,
pamphlets, etc. to promote their business.
 Attending sponsors will receive, by email, a list of attendees who
attended the CE Day.
 2015 Date: August 14th from 8:30 a.m. – 11:30 a.m.

Lunch and Learns:
 For members to earn additional CE credits and Patron Sponsors,
Corporate Sponsors and Professional Affiliate Sponsors additional
networking opportunities with the members, ‘Lunch and Learns’ have
been added to the chapter’s calendar.
 Sponsors may request to make a presentation at a Lunch and Learn.
 Attending sponsors will receive, by email, a list of attendees who
attended these other opportunities.
 2015 Dates: TBD
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
Special Member Events:
 Patron Sponsors, Corporate Sponsors and Professional Affiliate
Sponsors are invited to attend all special events at the member rate.

Patron Sponsored Event for Members:
– Patron Sponsors will be recognized as the Title Sponsor for one “After
Hours” event.
 Company banner from Patron Sponsor(s) will be prominently displayed.
 Patron Sponsors are invited to have three representatives attend this
event.
 Patron Sponsors are given ten minutes to speak to the attendees, a
sponsor table to display brochures, pamphlets, etc. to promote their
business and a contact list of all attendees.

Newsletter:
 Your company name, company profile, contact person(s), phone number,
email and website will be linked from the newsletter to your listing on the
FPA website.
 All new Patron Sponsors, Corporate Sponsors and Professional Affiliate
Sponsors will be recognized on the first page of our quarterly newsletter
(this recognition will be in the newsletter that coincides with the date of
you joining as a sponsor).
 Patron Sponsors and Corporate Sponsors have an opportunity to
publish one feature article in our quarterly newsletters annually. This
can be a technical article or a section that discusses the services your
firm brings to our planners to help them.
 Patron Sponsors and Corporate Sponsors will receive one 1/8th ad in
our quarterly newsletter annually. (The ad will need to be prepared by
the patron and corporate sponsor.)

Networking with Members:
 At each quarterly meeting we will have a 30-minute “networking” break
and the opportunity for sponsors to display information at tables at the
back of the room.
 Sponsors have the opportunity to display information at tables and
network with members at each of the new ‘Lunch & Learns’ along with
other events as they become available.
 Our Board of Directors asks the membership to give special preference to
our Patron Sponsors, Corporate Sponsors and Professional Affiliate
Sponsors when considering services and/or products.

Website:
 Your company name, company profile, contact person(s), phone number,
email and a link to your business website will be provided on our
website. Patron Sponsors and Corporate Sponsors will also have their
logo placed above their company name and contact information on their
respective sponsor page.
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 Patron Sponsor logos will be placed in a column on the right hand side
of the homepage and on most other pages of the FPA website.
 Professional Affiliate Sponsors will be listed with your company
description and contact information on the sponsor page dedicated to
professional affiliate sponsors.
 Patron Sponsors and Corporate Sponsors will be able to post job
listings on our website (along with FPA members) for $50.00 per listing,
lasting for two months.

Emailed Communications:
 Patron Sponsors and Corporate Sponsors will be recognized on
communications (program/event invitations, newsletters, etc.) sent to
membership (through Constant Contact), which includes a link to your
company website.
 Professional Affiliate Sponsors will be recognized on communications
(program/event invitations, newsletters, etc.) sent to membership
(through Constant Contact) with listing of company name.

Social Media:
– Patron Sponsor to be highlighted 10-15 times within FPA’s social media
outreaches (Twitter and FaceBook). Patron Sponsor will be responsible to
give said highlights/information to the FPA office.
– Corporate Sponsor to be highlighted 5-10 times within FPA’s social
media outreaches (Twitter and FaceBook). Corporate Sponsor will be
responsible to give said highlights/information to the FPA office.
– FPA to ‘like’ and/or ‘follow’ Patron Sponsors and Corporate Sponsors
through social media tools.

Additional Patron Sponsor Benefits:
– Opportunity to host your own event for FPA members at your company
location.
– One email blast to membership (prepared by sponsor, sent by FPA office).
– Serve as an advisor to the FPA board of directors (invited to attend inperson board meetings vs. the board meetings via conference call). See
FPA chapter website for the schedule.

Additional Patron, Corporate and Professional Affiliate Benefit:
– Opportunity to participate on a chapter committee of your choice.
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SPONSOR BENEFITS
BENEFITS
PATRON
SPONSOR
$2,000
(LIMIT OF FIVE.
NONCOMPETING)
PROMINENT DISPLAY OF COMPANY LOGO ON POWERPOINT
PRESENTATION RUN AT THE BEGINNING OF ALL EVENTS AND
DURING ALL BREAKS
SERVE AS AN ADVISOR ON THE FPA BOARD OF DIRECTORS
(INVITED TO ATTEND ALL IN-PERSON BOARD MEETINGS)
OPPORTUNITY TO HOST YOUR OWN EVENT FOR FPA
MEMBERS AT YOUR COMPANY LOCATION
RECOGNITION AS THE TITLE SPONSOR FOR ONE “AFTER
HOURS” EVENT, 10 MINUTE PRESENTATION, SPONSOR
TABLE, LIST OF ATTENDEES
TEN MINUTE PRSENTATION AT ONE OF THE QUARTERLY
MEETINGS
ONE EMAIL BLAST TO CHAPTER MEMBERSHIP
HIGHLIGHT COMPANY 10-15 TIMES WITHIN FPA’S SOCIAL
MEDIA OUTREACHES (TWITTER, FACEBOOK)
COMPANY LOGO PLACED IN A COLUMN ON THE RIGHT SIDE
OF HOMEPAGE AND MOST OTHER PAGES OF THE FPA
CORPORATE PROFESSIONAL
SPONSOR
AFFILIATE
$1,000
SPONSOR
$500
X
X
X
X
X
X
X
X
WEBSITE
COMPANY LOGO PLACED ABOVE PROFILE AND CONTACT
INFORMATION ON PAGE DEDICATED TO PATRON SPONSORS
ON THE FPA WEBSITE
X
X
FIVE MINUTE PRESENTATION AT ONE OF THE QUARTERLY
MEETINGS
X
COMPANY LOGO PLACED ABOVE PROFILE AND CONTACT
INFORMATION ON PAGE DEDICATED TO CORPORATE
SPONSORS ON THE FPA WEBSITE
AD IN ONE OF THE QUARTERLY NEWSLETTERS (PROVIDED
BY SPONSOR)
X
X
FEATURE ARTICLE IN ONE OF THE QUARTERLY
X
X
X
X
X
X
X
X
X
X
NEWSLETTERS
HIGHLIGHT COMPANY 5-10 TIMES WITHIN FPA’S SOCIAL
MEDIA OUTREACHES (TWITTER, FACEBOOK)
FPA TO ‘LIKE’ AND/OR ‘FOLLOW’ YOUR COMPANY THROUGH
SOCIAL MEDIA TOOLS
ABILITY TO POST JOB LISTINGS (ALONG WITH FPA
MEMBERS) ON THE WEBSITE FOR TWO MONTHS ($50.00
PER LISTING)
RECOGNITION OF SPONSORSHIP LEVEL – A LINK TO YOUR
COMPANY WEBSITE INCLUDED ON ALL EMAILS SENT TO
MEMBERSHIP (THRU CONSTANT CONTACT
RECOGNITION OF SPONSORSHIP LEVEL INCLUDED ON ALL
EMAILS SENT TO MEMBERSHIP (THRU CONSTANT CONTACT)
X
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BENEFITS
(CONTINUED)
PATRON
SPONSOR
$2,000
(LIMIT OF FIVE,
NONCOMPETING)
CORPORATE PROFESSIONAL
SPONSOR
AFFILIATE
$1,000
SPONSOR
$500
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
ALL ATTENDING SPONSORS AND PRESENTERS AT THE CE
DAY WILL RECEIVE, BY EMAIL, A LIST OF THE ATTENDEES
X
X
X
OPPORTUNITY TO PARTICIPATE ON A CHAPTER COMMITTEE
X
X
X
X
X
X
TWO REPRESENTATIVES ARE INVITED TO ATTEND THE FOUR
QUARTERLY MEETINGS
TWO REPRESENTATIVES ARE INVITED TO ATTEND “AFTER
HOURS” COLLABORATIVE EVENT
INVITATION TO ATTEND “SPECIAL” EVENTS AT MEMBER
RATE
COMPANY PROFILE AND CONTACT INFORMATION ON FPA’S
WEBSITE WITH DIRECT LINK
COMPANY PROFILE AND CONTACT INFORMATION LINKED IN
THE QUARTERLY NEWSLETTER
ACCESS TO APPROXIMATELY 350 MEMBERS OF THE
ORGANIZATION THROUGH THE MAILING LIST (AVAILABLE
UPON REQUEST)
NETWORKING WITH MEMBERS AT THE QUARTERLY
MEETINGS, BEFORE, AFTER AND DURING THE 30 MIN.
BREAK
RECOGNITION AT QUARTERLY MEETINGS AS VALUED
SPONSOR
OPPORTUNITY TO DISPLAY COMPANY BROCHURES, ETC. AT
EACH QUARTERLY MEETING
ALL ATTENDING SPONSORS AT THE QUARTERLY MEETINGS
WILL RECEIVE, BY EMAIL, A LIST OF THE ATTENDEES
POTENTIAL SPEAKING ENGAGEMENTS ON TECHNICAL
TOPICS
OPPORTUNITY TO SUBMIT ‘CE’ ACCREDITED PRESENTATION
TO BE CONSIDERED FOR INCLUSION IN SPECIAL ‘CE’ DAY
PROGRAM
OPPORTUNITY TO DISPLAY COMPANY BROCHURES, ETC AT
SPECIAL CE DAY
OPPORTUNITY TO DISPLAY COMPANY BROCHURES, ETC AT
LUNCH & LEARNS AND OTHER SPECIAL OPPORTUNITIES
THAT MAY BE SCHEDULED
BENEFIT OF OUR CHAPTER EXECUTIVE WHO WILL WORK
WITH YOUR MAIN CONTACT(S) TO ENSURE YOU RECEIVE ALL
BENEFITS
The Financial Planning Association is the owner of trademark [and registration], service mark and collective membership mark rights in, and various U.S. registrations/applications for: FPA,
FPA/Logo and FINANCIAL PLANNING ASSOCIATION. The marks may not be used without written permission from the Financial Planning Association.
Page 7
THE FINANCIAL PLANNING ASSOCIATION OF GREATER INDIANA
PATRON SPONSOR
CORPORATE SPONSOR AND
PROFESSIONAL AFFILIATE SPONSOR
ENROLLMENT
DATE: ___________________
Company Name: ___________________________________________________________
Contact Name: _____________________________________________________________
Phone Number: ______________________ Fax Number: ______________________
Full Address: _______________________________________________________________
E-mail Address: _____________________________________________________________
Web Address: _______________________________________________________________
Company Name as you would prefer it to appear in print: _________________
______________________________________________________________________________
□
□
□
Annual Patron Sponsorship Fee: $2,000
Annual Corporate Sponsorship Fee: $1,000
Annual Professional Affiliate Sponsorship Fee: $500
(your annual sponsorship begins on the date we receive your payment)
Payment:
□
□
Check: made payable to the “FPA of Greater Indiana”
Credit Card: American Express / Visa / MasterCard / Discover
(the 2.15% credit card fee will be added to your total)
Credit Card Number: ___________________________________________________
Expiration date: _________________________ Security Code: ______________
Name on Card: _________________________________________________________
Billing Address: ________________________________________________________
Mail checks to:
Roxanne M. McGettigan
Chapter Executive
FPA of Greater Indiana
226 N. New Jersey Street
Indianapolis, IN 46204
Page 8
2015/2016 SPONSORS OF THE
FINANCIAL PLANNING ASSOCIATION
OF GREATER INDIANA
PATRON SPONSORS
AIG Capital Services, Inc.
Ameriprise Financial
Central Indiana Community Foundation
Stonegate Mortgage
Waypoint Residential
(AS OF 9-01-2015)
CORPORATE SPONSORS
American Century Investments
American Funds
(The) Archer Funds
Ash Brokerage
Barnes & Thornburg, LLP
Camelot Portfolios, LLC
Charles Schwab Advisor Services
Fred Alger & Company
Indiana Wesleyan University
Jackson National Life Insurance
Law Office of Gerald L. Cowan
PIMCO
PTAM
Randall Law Offices, P.C.
Salin Bank & Trust Co.
SFG Asset Management
TIAA-CREF
Transamerica Mutual Funds
Westwood Funds
PROFESSIONAL AFFILIATE SPONSORS
Great Care: In-Home Care Services
Kendall Inventory Service, LLC
Long Term Care Insurance Consulting & Sales
TD AMERITRADE Institutional
Wright Accounting Group, LLC
Page 9
2015 BOARD OF DIRECTORS:
Evan Bedel, CFP®
Bedel Financial Consulting, Inc.
317-843-1358
evbedel@bedelfinancial.com
President
John Wheeler, CFP®, CPA/PFS
Castle Wealth Advisors
317-849-9559
john@castle3.com
Chairman
Brian Wright, CFP®, MBA
UniteWright
317-863-9797
brian@unitewright.com
PresidentElect
Elizabeth Braden, CFP®
Worley Erhart-Graves Financial
Advisors
317-872-5090
elizabeth@wefinancialadvisors.com
Treasurer
Ryan Jeffries, CFP ®
Bedel Financial Consulting, Inc.
317-843-1358 x242
rjeffries@bedelfinancial.com
Secretary
Jason Andrews, CFP®
Equity Financial Services
317-204-3645
jandrews@equityfs.com
Director of
Membership
Brian Wright, CFP®, AIF®, MBA
UniteWright
317-863-9797
brian@unitewright.com
Director of
Pro-Bono
Director of
Special Events
David Klaus, CFP ®, MBA, CASL™
MetLife Resources
317-818-4673
dklaus@metlife.com
Director of
Joe Clark, CFP®,
Programming Financial Enhancement Group, LLC
765-640-1524
bigjoe@yourlifeafterwork.com
Director of
Government
Relations
Mark Cade, CFP®
Cade Group, Inc.
317-215-2473
Mark.cade@raymondjames.com
Co-Director
of
Sponsorships
and Meeting
Greeters
Doug Rotman, CFP®
Vero Wealth
317-567-9006
doug@verowealth.us
Co-Director of
Sponsorships
and Meeting
Greeters
Michael Schiele
Financial Advisor
317-544-9660
mike.schiele@gmail.com
Director of
Public
Relations
Evan Bedel, CFP®
Bedel Financial Consulting, Inc.
317-843-1358
evbedel@bedelfinancial.com
Director of
Communications
Abby VanDerHeyden
Director of
317-843-1358
NextGen
avanderheyden@bedelfinancial.com
Roxanne McGettigan
Chapter
Financial Planning Association of
Executive
Greater Indiana
317-373-1355
roxanne.mcgettigan@fpaindiana.org
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